Industry News

Decorative pattern

Keep ETFs simple

I met a broker from Rochester at breakfast on the second day of an ETF conference in Albany, New York. I was a speaker on the first day and a moderator on the second, and was curious about the audience’s knowledge level and how the message was getting through. “Do you use ETFs in your […]

By Mark Yamada |October 1, 2010

4 min read

Decorative pattern

Embracing bond strategies

Have you ever had the feeling something wasn’t quite right but couldn’t pinpoint the reason? My four-year-old son and his friends recently found my electric razor and used it to shave my son’s left eyebrow. My wife and I stared at him on and off for hours before we figured out what was wrong with […]

By Keith Pangretitsch |October 1, 2010

5 min read

Decorative pattern

A case for U.S. equities

According to EPFR Global, there’s been a stampede out of U.S. stock funds this year, with outflows totalling $51 billion. With such an overwhelming sense of pessimism, a laundry list of concerns and a general lack of investor interest, U.S. equities may just offer the next big contrarian investing opportunity.

By Kamran Khan |October 1, 2010

8 min read

Decorative pattern

Op Ed: The value of advice

If ever there was a time for professional investment advice, we’ve just seen it. The past couple of years have clarified just how crucial and valuable independent guidance and counsel are to the average investor. It’s often said advisors take a holistic approach to helping investors navigate key milestones, including economic downturns. And survey after […]

By Blake C. Goldring |October 1, 2010

3 min read

Decorative pattern

Challenge yourself with the IAFP case study

The Institute of Advanced Financial Planners met in Banff recently to hash out a plan of action on a case study near and dear to most advisors’ hearts: How does a financial advisor exit the business he built and retire in comfort? In the coming months, Advisor’s Edge Report will explain the solutions that the […]

By Staff |October 1, 2010

1 min read

Decorative pattern

The positives of paraplanners

Did you become a financial advisor to sit in your office and enter data into a computer? Probably not. But like many of your counterparts, entering client information into financial-planning software or performing administrative duties may be a major part of your day-to-day job. Faced with these administrative burdens, what are your options? If you […]

By Tyrone Matheson |October 1, 2010

6 min read

Decorative pattern

Wealthy worry about next generation

Canada’s millionaires don’t have much faith in the future. According to a new study conducted by RBC Wealth Management, 58% of millionaires think their children are facing an uphill battle when it comes to managing their finances and 49% don’t have confidence in their children’s abilities to manage the inheritance. They are living for today […]

By John Powell |September 30, 2010

4 min read

Decorative pattern

Briefly: “Aging population creates $2.8 trillion fiscal crunch” and more news

Canada’s aging and unhealthy population is about to create a significant liability totalling about $2.8 trillion for all levels of government, according to a new study from the C.D. Howe Institute. It could play a key role in prolonging the economic recovery, author William B.P. Robson wrote in “The Glacier Grinds Closer: How Demographics Will […]

By Staff |September 30, 2010

2 min read

Decorative pattern

IIROC disciplines Blackmont, Duke

A Hearing Panel of the Investment Industry Regulatory Organization of Canada (IIROC) has found that Blackmont Capital Inc. and Dean Shannon Duke violated IIROC rules related to business conduct and unauthorized trading in client accounts. The panel’s full Reasons for Decision are available on the IIROC website. A separate hearing will be scheduled to determine […]

By Staff |September 29, 2010

2 min read

Decorative pattern

Managers remain bullish on Canadian stocks

While consumer confidence may be in the doldrums, the majority of investment managers remain bullish on Canadian stocks, according to the latest Russell Investment Manager Outlook survey. The poll found 56% of managers were optimistic about equities, with half of managers saying the market was undervalued. Just over one third (36%) said the market was […]

By Steven Lamb |September 29, 2010

2 min read

← Previous 1 … 1,666 1,667 1,668 1,669 1,670 … 2,188 Next →